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94 hedge funds and large institutions have $104M invested in Pearson in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more funds holding

Funds holding: 8994 (+5)

0.12% less ownership

Funds ownership: 1.55%1.43% (-0.12%)

23% less capital invested

Capital invested by funds: $136M → $104M (-$31.6M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
25
Reduced
35
Closed
8
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$23.5M -$573K -52,823 -2%
PPA
2
Parametric Portfolio Associates
Washington
$15.3M -$639K -58,932 -4%
Goldman Sachs
3
Goldman Sachs
New York
$9.71M -$535K -49,329 -5%
BlackRock
4
BlackRock
New York
$9.35M +$701K +64,664 +7%
HJIM
5
Henry James International Management
New York
$6.23M -$1.03K -95 -0%
1M
6
13D Management
New York
$5.75M
Renaissance Technologies
7
Renaissance Technologies
New York
$4.2M +$2.05M +188,700 +77%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.54M -$4.09K -377 -0.1%
Northern Trust
9
Northern Trust
Illinois
$3.37M -$2.83M -261,075 -43%
FIM
10
Freedom Investment Management
Connecticut
$2.19M -$396K -36,553 -14%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$2.1M -$409K -37,754 -15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.8M +$111K +10,221 +6%
Ameriprise
13
Ameriprise
Minnesota
$1.7M -$34K -3,131 -2%
Marshall Wace
14
Marshall Wace
United Kingdom
$1.35M +$1.13M +103,881 +288%
Morgan Stanley
15
Morgan Stanley
New York
$1.33M +$216K +19,900 +17%
Bank of America
16
Bank of America
North Carolina
$1.1M +$55.8K +5,149 +5%
CGH
17
Crossmark Global Holdings
Texas
$1M -$9.23M -850,771 -89%
MWNA
18
Marshall Wace North America
New York
$897K +$1.01M +92,813 New
Millennium Management
19
Millennium Management
New York
$870K +$976K +90,012 New
CAAS
20
Capital Asset Advisory Services
Michigan
$729K +$37.2K +3,428 +5%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$574K -$108K -9,929 -14%
AWM
22
Altium Wealth Management
New York
$563K -$2.19K -202 -0.3%
HIMCH
23
Hartford Investment Management Co (HIMCO)
Connecticut
$537K
JFA
24
JNBA Financial Advisors
Minnesota
$459K
Citadel Advisors
25
Citadel Advisors
Florida
$446K +$278K +25,647 +126%

PSO Hedge Fund Activity: Q3 2021 in Review

94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2021, worth a combined $104M — down 23% from $136M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSO positions and 8 closed out — a net gain of 6 holders — while 25 added to existing stakes and 35 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.05M. The largest seller was Crossmark Global Holdings, cutting an estimated $9.23M.

  • 94 institutional investors held Pearson (PSO) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $104M of Pearson stock for Q3 2021, down 23% quarter-over-quarter.
  • 14 funds opened new Pearson positions in Q3 2021 and 8 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q3 2021 was Renaissance Technologies, an estimated $2.05M added.
  • The largest Pearson seller in Q3 2021 was Crossmark Global Holdings, an estimated $9.23M sold.

Based on aggregated 13F filings for Q3 2021.